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Salesforce Integration Instructions: 31 Hits
on Instructions ====== This guide is to help you setup the integration between CallidusCloud CPQ and Sal... ur CPQ tenant info. If you are embarking on this setup, you most likely have a tenant. If not, you shoul... your manager to get a tenant. ===== Salesforce Setup ===== There are 6 essential steps to setup the C... *Before you start, know where to enter the setup feature in SFDC. At any time you can click the S
s a list of pages that have been removed from the Setup Menu. * Setup/Top menu * Setup/Custom Category UI * Setup/Product Configuration Templates * Setup/Product Detail Templates * Setup/Products to Product Details Templates Mappings * Setup/Reports * Setup/Forums * Setup/News * Setup/Polls ===== Partially Removed Features ===== * Setup>Product>Produ
Integration With ResponsAbility: 14 Hits
to use Ask An Expert feature you have to perform setup in both ResponsAbility and CallidusCloud CPQ.</note> ===== ResponsAbility ===== To setup CPQ integration go to **Setup>>Tools>>Integrations>>Call... you will need to paste into the CallidusCloud CPQ Setup below will then appear. <note>By setting up the... onsAbility: - Ask An Expert workflow (Setup>>Workflows>>Workflows) - Permissions
Product Nesting: 14 Hits
is type of product configuration structure can be setup with unlimited levels of nesting. The configurat... mple, the user can configure an office’s computer setup, which includes choosing the computers, printers,... ow product nesting or hierarchical products to be setup (see [[adminhelp:productadministration:products:m... each of these display types). Product nesting is setup by creating references to other products from the
Netsuite Integration With CPQ: 11 Hits
tep 6: Create integration with CPQ ===== Go to **Setup** -> **Integration** -> **SuiteSignOn** -> **New*... d them later. </note> ===== Step 7: Integration setup on CPQ side ===== *Go to CPQ **Setup** -> ... nt. To do so, follow next steps. \\ *Go to **Setup** -> **CRM Integration** -> **CRM Administrator A... Custom Action, follow next steps. \\ * Go to **Setup**->//Develop//->**Custom Actions**, then click on
What to delete vs. not delete: 11 Hits
letion (one at a time)**\\ Navigate through **CPQ Setup→Products Catalog →Products**. This opens the prod... be accessed under the Products admin menu **(CPQ Setup→Products→Product Import)**. From this page, user ... cess this functionality from Products page **(CPQ Setup→Products→Products)** where all products are liste... with the correct rights. Navigating through **CPQ Setup →Products Catalog → Products** will open up the *
Contract Pricing/Discounting: 11 Hits
times for some products. The discount needs to be setup to specify contract/special prices for some produ... to customer)\\ For both use cases, the prices are setup using a custom table.\\ ===== Solution ===== <no... dd Item button is clicked. Navigate through **CPQ Setup→Users→User Types** to confirm the customer requir... Create a custom table**\\ Navigate through **CPQ Setup→Product Catalog→Custom Tables**, click on the **I
CPQ Package for SFDC: 11 Hits
e the integration process with minimal additional setup adjustments. The advantages of integrating CPQ an... wnloaded and installed and the adjustments in the Setup are finished, the integration is enabled for all ... the integration requires certain adjustments in **Setup**, only administrators can integrate CPQ and SFDC... alled. After you make additional adjustments in **Setup**, all your users will be able to use the CPQ-SFD
Promotions: 9 Hits
assic Design” ===== To set up Promotions, go to **Setup**->//Pricing/Calculations//->**Promotions/Special... ssic Design"]]. \\ To set up Promotions, go to **Setup**->//Pricing/Calculations//->**Promotions/Special... uct category. You can set this in the appropriate setup form (See Figure 2.6.1). Setup of product type pr... ct category promotion is similar to the described setup for product promotion setup. \\ \\ {{ :adminhelp:
Approval for Product Options (Attribute): 9 Hits
Level Aggregate GI in approval rule \\ **Step 1: Setup Product with Option/Attribute (if necessary)**\\ Be sure the specific option/attribute is setup in the product. When approval is conditioned based o... oduct in the quote, then an attribute needs to be setup in that product as a flag for approval and preselect it. Navigate through **CPQ Setup→Products Catalog→Products**, edit the product (Desktop computer
Deployment Packages: 9 Hits
eployment Packages feature is located under **CPQ Setup** -> //General// -> **Deploy / Send Changes**. \\... settings:1.1.png }} ;#; //Figure 1.1 – Deployment Setup tab// ;#; \\ There are two tabs on the page: * Deployment setup * Deployment packages You will use //Deployment setup// tab when you want to con... /Connected environments// list under //Deployment Setup tab//. (See figure 1.1) \\ Note that you can con
Rounding Setup: 9 Hits
{{indexmenu_n>85}} ====== Rounding Setup ====== Under **Setup**-> //Pricing/Calculations// -> **Rounding Setup** a user can decide how many significant digits will be used in calculations on the cart and... ons:roundingsetup.jpg }} ;#;//Figure A - Rounding Setup//;#; \\ There must be at least one Default sett... s:addnewrounding.jpg }} ;#;//Figure B - Rounding Setup - Add New//;#;\\ The drop down contains all avai
Renewal Management: 9 Hits
ble, log into CPQ as an administrator and go to **Setup**->//Renewal Administration//->**Define Asset Tab... he quote (renew the asset). Depending on how you setup your Renewal Process, once the quote is completed... ext section, you will read some details on how to setup your Renewal Process. \\ ===== Setup action “Crea... s for you. To find and set up the action, go to **Setup**->//Workflow/Approval//->**Actions**, and find a
CPQ and DocuSign Integration: 8 Hits
stom field had to be created through the DocuSign setup process. That custom field had the same format as... 0}}\\ \\ ====== The CPQ side ====== \\ Go to **Setup** > **Providers** > **Providers**. A page contain... s four built-in actions that are available in CPQ Setup : * **Generate Document E-Sign ** * **Chang... rkflow Permission for it.\\ \\ To do so, go to **Setup** > **Workflow/Approval** > **Workflow Permission
User Import: 6 Hits
Branding: 5 Hits
Enablement: 4 Hits
Quote Layout: 4 Hits
Categories: 4 Hits
User Page: 3 Hits
User Types: 3 Hits
Products: 3 Hits
Quote Tabs: 3 Hits
CRM Objects: 3 Hits
Users: 3 Hits
Define Table: 2 Hits
Rules Admin: 2 Hits
Attributes: 2 Hits
User Classes: 2 Hits
Pricebooks: 2 Hits
Companies: 2 Hits
Navigating: 2 Hits
Scripting: 2 Hits
Setup Home: 2 Hits
Quote Tables: 1 Hits
Time Zones: 1 Hits
All Pages: 1 Hits
sidebar: 1 Hits
sidebar: 1 Hits
sidebar: 1 Hits
sidebar: 1 Hits
CRM Quote: 1 Hits
Top menu: 1 Hits
Product copy: 1 Hits
Email Lists: 1 Hits
General: 1 Hits
Top menu: 1 Hits
Tutorials: 1 Hits
sidebar: 1 Hits
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